This is very useful information. However, I have two points:1....

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15/11/22

10:48

Post #: 64776781
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Originally posted by scottx: ↑

Both news from :https://www.asianmetal.com/Lithium-Prices-Trend/
盛新锂能公告，公司全资子公司盛威致远国际有限公司近日与Electramin DMCC签署了《承购协议》，盛威国际拟向DMCC公司采购锂辉石DSO矿产品，每个合同年度至少50万吨，总量为200万吨，预计2023年一季度开始交付
Microsofttranslator:
Shengxin LithiumEnergy announced that Shengwei Zhiyuan International Co., Ltd., a wholly-ownedsubsidiary of the company, recently signed the "Offtake Agreement"with Electramin DMCC, and Shengwei International intends to purchase spodumeneDSO mineral products from DMCC, with a minimum of 500,000 tons per contractyear, with a total of 2 million tons, and is expected to start delivery in thefirst quarter of 2023

【雅化集团：拟向DMCC公司采购锂辉石DSO矿产品】雅化集团公告，下属全资子公司雅化国际与ElectraminDMCC签订了《承购协议》，雅化国际拟向DMCC公司采购锂辉石DSO矿产品；根据本协议买卖的每批锂辉石矿产品的发货数量为3-6万吨，2023年一季度开始交付，今后每年分批提供总计至少50万吨锂辉石矿产品。
Microsofttranslator:
【Yahua Group: intends to purchase spodumene DSOmineral products from DMCC】 Yahua Group announced that Yahua International, a wholly-owned subsidiary of Yahua International, signed an offtake agreement with Electramin DMCC, and Yahua International intends to purchase spodumene DSO mineral products from DMCC; Each shipment of spodumene ore products traded under this agreement is 30,000 to 60,000 tons, with deliveries commencing in the first quarter of 2023, with a total of at least 500,000 tonnes of spodumene ore products supplied in batches going forward.
ESScan sign an offtake with them for DSO, 11mt JORC /10 years for 11years.

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This is very useful information. However, I have two points:

1. The value of every deal depends on price.
2. Just because two firms have just signed deals to buy DSO does not mean that there is further spare processing capacity looking for DSO.

ESS Price at posting: 47.5¢ Sentiment: Buy Disclosure: Held
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This is very useful information. However, I have two points:1....

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